Open ShipStation Orders from Zoho CRM

Learn how to quickly open and view corresponding ShipStation order records directly from your Zoho CRM Sales Orders.

June 1, 2026 By Adam McElwee

This guide demonstrates how to quickly transition from viewing a Sales Order in Zoho CRM to managing its fulfillment details in ShipStation. By using the integrated custom buttons, you can jump directly to the relevant shipping record without manual searching.

This workflow is designed for sales administrators and fulfillment teams who need to verify or process e-commerce orders bridging Zoho CRM and ShipStation.

Ensure your Zoho CRM environment is integrated with ShipStation and WooCommerce for the custom button options to appear on your sales orders.

Step #1: Navigate to the Sales Orders module in Zoho CRM and click on the specific order you want to view (e.g., Woo Order 30125). — Navigate to the **Sales Orders** module in Zoho CRM and click on the specific order you want to view (e.g., **Woo Order 30125**).

When viewing a WooCommerce order in Zoho CRM, the custom dropdown menu provides several quick-access actions:

Dropdown Option	Function
Open Woo Order	Opens the original order record directly within the WooCommerce dashboard.
Open ShipStation	Redirects to the corresponding fulfillment record in the ShipStation application.

Step #2: In the top right corner of the order record, click the Open Woo Order dropdown menu and select Open ShipStation. — In the top right corner of the order record, click the **Open Woo Order** dropdown menu and select **Open ShipStation**.

Step #3: Once the ShipStation dashboard opens to the corresponding order, click Reload to ensure you are viewing the most up-to-date shipping and fulfillment data. — Once the ShipStation dashboard opens to the corresponding order, click **Reload** to ensure you are viewing the most up-to-date shipping and fulfillment data.

Term	Definition
Zoho CRM	A customer relationship management software used to manage sales, marketing, and support in a single system.
ShipStation	A web-based shipping software designed to streamline the order fulfillment process for online retailers.
WooCommerce	An open-source e-commerce plugin for WordPress used to create and manage online stores.